+304.8%
CSCO vs C
+227.2%
+77.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.1% |
| 7D | -10.2% | -2.4% | -7.8% | -9.3% |
| 30D | -20.1% | -6.0% | -14.1% | -18.2% |
| 3M | -22.4% | -10.5% | -11.8% | -19.1% |
| 6M | +2.8% | -5.7% | +8.5% | +4.7% |
| YTD | +23.6% | +4.1% | +19.5% | +20.8% |
| 1Y | +34.0% | +20.5% | +13.5% | +23.8% |
| 3Y | +89.3% | +208.1% | -118.9% | +19.6% |
| 5Y | +87.9% | +110.4% | -22.6% | +34.5% |
| All | +304.8% | +227.2% | +77.6% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded C wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling